Investment Strategist

Job Description

Job Description

Job Description

The Investment Strategist for Viv Wealth is responsible for overseeing the investment department of the client services team, ensuring exceptional service delivery, and implementing strategic initiatives to enhance client satisfaction and operational efficiency. This role requires extensive industry experience, advanced expertise, and strong leadership skills to manage complex tasks, mentor team members, and uphold the highest standards of client service.

Responsibilities

• Work hand in hand with Planning Department to implement investment recommendations and ongoing service for High-Net Worth clients
• Attend advisor case prep for investment recommendations and product discussions for clients (investments comparisons/analysis, portfolio recommendations, etc.)
• Onboard & conduct reviews with investment only clients
• Meet clients and prospects as needed alongside advisors to share enhanced capabilities of VIV and provide an investment focused perspective
• Develop VIV’s investment strategy based on client or prospect segmentation; develop asset allocations and portfolios based on VIV’s market outlook and beliefs
• Lead due diligence on potential investment opportunities (e.g. mutual fund selection) by analyzing performance data, conducting financial modeling, and assessing risk
• Construct investment portfolios for high value clients that fit their values
• Investment escalation & servicing point of contact
• Handle complex applications, portfolio questions, and servicing
• Develop Enhanced Investment Capabilities (when needed): private equity, column funds, private lending, DAF, sig choice models – things we are eligible to integrate that would benefit specific circumstances but may not be suitable for all clients
• Manage team members directly related to the investment process and collaborate with operations team for necessary adjustments

Qualifications

• 5+ years of experience in a wealth management firm, with a strong track record of success in a client service or leadership role
• 3+ years experience in an investment focused role
• Deep understanding of investment, insurance, planning, and client service operations, including product knowledge and transaction processes
• Proven ability to enhance client experience and satisfaction through innovative solutions and high-quality service delivery
• Management or Leadership Experience
• Licensing Required: Life & Health and Series 7
• Designations Preferred: CFP, CFA, WMCP or comparable advanced credentials

Daily Time Spent (Approx.)

• 30% Meeting Prep ~ Investment Analysis & Portfolio Recommendations/Comparisons
• 20% Client Facing
• 20% Investment Operations
• 20% Team Management

Salary/Benefits

• $105 - $130 plus bonuses
• Medical, dental, and vision with 100% of medical premiums covered by Viv Wealth Partners
• 4% company 401k match
• Hybrid work schedule
• Long term disability
• Unlimited PTO
• Bonus eligibility

What You Can Expect From Us

• We are strong, innovative, and growing with the backing of Northwestern Mutual, a company with over a 160-year history of acting in the best interests of our clients and community.
• We invest in our people – providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our business.
• We care – making a positive difference in our communities by supporting research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about.
• We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.

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